+61.5%
AXP vs QQQI
+56.3%
+5.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.5% |
| 7D | -2.8% | -1.0% | -1.7% | -1.9% |
| 30D | -5.9% | -0.6% | -5.3% | -5.5% |
| 3M | +2.6% | +3.4% | -0.7% | -1.2% |
| 6M | +6.4% | +10.6% | -4.2% | -4.8% |
| YTD | -12.6% | +10.3% | -22.9% | -21.6% |
| 1Y | +0.2% | +16.3% | -16.1% | -15.1% |
| All | +61.5% | +56.3% | +5.2% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded QQQI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling